Waste Management Inc
WM- Exchange
- NYSE
- Industry
- Refuse Systems
- SEC CIK
- 0000823768
In the last 90 days, Waste Management Inc insiders filed 0 open-market purchases and 1 sale; 2,379 institutions reported holding it in 13F filings for Q2 2026, worth $74.1B in total; Gates Foundation Trust is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Waste Management Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,737
- +29 vs. Q4 2022
- Shares held
- 331.2M
- +5.09M (+1.6%) vs. Q4 2022
- Total value
- $53.7B
- +$2.64B (+5.2%) vs. Q4 2022
- New holders
- 130
- 638 more added
- Sold out
- 101
- 670 more reduced
33 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,379 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,325 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,207 | $75.2B |
| Q4 2024 | 2,134 | $66.0B |
| Q3 2024 | 1,999 | $66.7B |
| Q2 2024 | 2,007 | $69.2B |
| Q1 2024 | 1,976 | $69.3B |
| Q4 2023 | 1,875 | $58.4B |
| Q3 2023 | 1,751 | $49.5B |
| Q2 2023 | 1,775 | $56.4B |
| Q1 2023 | 1,737 | $53.7B |
| Q4 2022 | 1,741 | $51.1B |
| Q3 2022 | 1,695 | $52.8B |
| Q2 2022 | 1,678 | $47.7B |
| Q1 2022 | 1,665 | $49.8B |
| Q4 2021 | 1,700 | $52.8B |
| Q3 2021 | 1,551 | $47.1B |
| Q2 2021 | 1,526 | $44.4B |
| Q1 2021 | 1,493 | $41.1B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 7,324 | $1.20M | 0.13% | +491+7.2% | Added |
| West Family Investments, Inc. | 7,340 | $1.20M | 0.47% | −107−1.4% | Reduced |
| Thoroughbred Financial Services, LLC | 7,346 | $1.20M | 0.18% | −168−2.2% | Reduced |
| Baker Ellis Asset Management LLC | 7,346 | $1.20M | 0.21% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 7,364 | $1.20M | 0.23% | −33−0.4% | Reduced |
| Bank of Nova Scotia Trust Co | 7,369 | $1.20M | 0.13% | −247−3.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,422 | $1.21M | 0.10% | +857+13.1% | Added |
| Pegasus Partners Ltd. | 7,483 | $1.22M | 0.19% | +60+0.8% | Added |
| Mystic Asset Management, Inc. | 7,500 | $1.22M | 0.68% | 00.0% | Unchanged |
| DFPG Investments, LLC | 7,505 | $1.22M | 0.13% | +4,772+174.6% | Added |
| Zions Bancorporation, N.A. | 7,543 | $1.23M | 0.11% | +601+8.7% | Added |
| Lido Advisors, LLC | 7,559 | $1.23M | 0.02% | +1,770+30.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,605 | $1.24M | 0.01% | −104,974−93.2% | Reduced |
| Private Trust Co NA | 7,633 | $1.25M | 0.17% | +156+2.1% | Added |
| Fayez Sarofim & Co | 7,637 | $1.25M | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 7,707 | $1.26M | 0.29% | −325−4.0% | Reduced |
| MRP Capital Investments, LLC | 7,785 | $1.27M | 1.39% | −1,706−18.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,871 | $1.28M | 0.73% | +294+3.9% | Added |
| Imprint Wealth LLC | 7,904 | $1.29M | 0.85% | +7,904 | New |
| Parsons Capital Management Inc | 7,915 | $1.29M | 0.10% | +5,485+225.7% | Added |
| Capital Investment Advisors, LLC | 7,926 | $1.29M | 0.04% | −342−4.1% | Reduced |
| Signaturefd, LLC | 7,931 | $1.29M | 0.04% | +973+14.0% | Added |
| Lavaca Capital LLC | 7,936 | $1.29M | 0.30% | +36+0.5% | Added |
| Paragon Private Wealth Management, LLC | 7,976 | $1.30M | 1.10% | −92−1.1% | Reduced |
| United Capital Management of KS, Inc. | 7,977 | $1.30M | 0.49% | −147−1.8% | Reduced |
| Level Four Advisory Services, LLC | 7,999 | $1.31M | 0.09% | +1,148+16.8% | Added |
| Leonteq Securities AG | 8,005 | $1.31M | 0.12% | −1,187−12.9% | Reduced |
| Aries Wealth Management | 8,063 | $1.32M | 0.54% | +430+5.6% | Added |
| Lincoln National Corp | 8,087 | $1.32M | 0.03% | −756−8.5% | Reduced |
| Chicago Partners Investment Group LLC | 7,980 | $1.32M | 0.08% | +10.0% | Added |
| O'Brien Greene & Co. Inc | 8,200 | $1.34M | 0.50% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,198 | $1.34M | 0.11% | +315+4.0% | Added |
| Oxbow Advisors, LLC | 8,248 | $1.35M | 0.24% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,315 | $1.36M | 0.25% | +906+12.2% | Added |
| Williams Jones Wealth Management, LLC. | 8,373 | $1.37M | 0.02% | +71+0.9% | Added |
| WBH Advisory Inc | 8,413 | $1.37M | 0.17% | +8,413 | New |
| WT Wealth Management | 8,453 | $1.38M | 0.60% | −398−4.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 8,461 | $1.38M | 1.60% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 8,481 | $1.38M | 0.89% | −60−0.7% | Reduced |
| Oak Asset Management, LLC | 8,497 | $1.39M | 0.60% | +2,980+54.0% | Added |
| LGT Fund Management Co Ltd. | 8,520 | $1.39M | 0.59% | −29,000−77.3% | Reduced |
| Griffin Asset Management, Inc. | 8,527 | $1.39M | 0.19% | +101+1.2% | Added |
| Meridian Wealth Management, LLC | 8,540 | $1.39M | 0.12% | −246−2.8% | Reduced |
| NVWM, LLC | 8,619 | $1.41M | 0.47% | −113−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 8,636 | $1.41M | 0.07% | +335+4.0% | Added |
| South State Corp. | 8,684 | $1.42M | 0.13% | −778−8.2% | Reduced |
| Graham Capital Management, L.P. | 8,713 | $1.42M | 0.05% | +8,713 | New |
| Panagora Asset Management Inc | 8,738 | $1.43M | 0.01% | +745+9.3% | Added |
| New England Research & Management, Inc. | 8,775 | $1.43M | 0.84% | +2,050+30.5% | Added |
| Ironwood Investment Counsel, LLC | 8,779 | $1.43M | 0.34% | −971−10.0% | Reduced |
| Armstrong Advisory Group, Inc | 8,798 | $1.44M | 0.17% | −100−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 8,832 | $1.44M | 0.03% | +343+4.0% | Added |
| Old National Bancorp | 8,886 | $1.45M | 0.04% | +146+1.7% | Added |
| Tower Research Capital LLC (TRC) | 8,890 | $1.45M | 0.05% | +1,512+20.5% | Added |
| Spire Wealth Management | 8,890 | $1.45M | 0.06% | −23,004−72.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,905 | $1.45M | 0.20% | +186+2.1% | Added |
| Garrison Point Advisors, LLC | 8,910 | $1.45M | 1.09% | +135+1.5% | Added |
| Roanoke Asset Management Corp | 8,941 | $1.46M | 0.62% | 00.0% | Unchanged |
| Veriti Management LLC | 8,953 | $1.46M | 0.17% | −21−0.2% | Reduced |
| McRae Capital Management Inc | 8,985 | $1.47M | 0.42% | −420−4.5% | Reduced |
| Great Valley Advisor Group, Inc. | 9,050 | $1.48M | 0.07% | −89−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 9,059 | $1.48M | 0.29% | −280−3.0% | Reduced |
| Powers Advisory Group, LLC | 9,132 | $1.49M | 1.04% | +21+0.2% | Added |
| Azzad Asset Management Inc | 9,175 | $1.50M | 0.21% | +158+1.8% | Added |
| Independent Financial Group, LLC | 9,196 | $1.50M | 0.12% | +1,235+15.5% | Added |
| Garrett Investment Advisors LLC | 9,219 | $1.50M | 0.24% | +1,562+20.4% | Added |
| Natixis Investment Managers International | 9,251 | $1.51M | 0.11% | −968−9.5% | Reduced |
| Peterson Wealth Management | 9,273 | $1.51M | 1.45% | −17−0.2% | Reduced |
| Cohen Klingenstein LLC | 9,300 | $1.52M | 0.07% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 9,314 | $1.52M | 1.14% | +1,931+26.2% | Added |
| Providence Wealth Advisors, LLC | 9,238 | $1.53M | 1.13% | −537−5.5% | Reduced |
| Citizens Financial Group Inc | 9,363 | $1.53M | 0.06% | −142−1.5% | Reduced |
| Columbia Asset Management | 9,364 | $1.53M | 0.35% | +100+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,373 | $1.53M | 0.09% | +2,296+32.4% | Added |
| Karpas Strategies, LLC | 9,410 | $1.54M | 0.54% | −292−3.0% | Reduced |
| Mutual Advisors, LLC | 9,459 | $1.54M | 0.06% | −246−2.5% | Reduced |
| Solidarilty Wealth, LLC | 9,493 | $1.55M | 0.70% | +9,493 | New |
| Becker Capital Management Inc | 9,496 | $1.55M | 0.06% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 9,498 | $1.55M | 0.27% | +352+3.8% | Added |
| Stratos Wealth Partners, LTD. | 9,512 | $1.55M | 0.04% | −7,495−44.1% | Reduced |
| Sage Investment Advisers LLC | 9,544 | $1.56M | 2.08% | 00.0% | Unchanged |
| Unigestion Holding SA | 9,657 | $1.56M | 0.08% | +948+10.9% | Added |
| Wills Financial Group, Inc. | 9,599 | $1.57M | 0.84% | −20−0.2% | Reduced |
| Corundum Group, Inc. | 9,671 | $1.58M | 0.75% | +3,235+50.3% | Added |
| Accretive Wealth Partners, LLC | 9,689 | $1.58M | 1.01% | +171+1.8% | Added |
| ICA Group Wealth Management, LLC | 9,796 | $1.60M | 0.38% | +333+3.5% | Added |
| Kingsview Wealth Management, LLC | 9,849 | $1.61M | 0.07% | −392−3.8% | Reduced |
| Palumbo Wealth Management LLC | 9,944 | $1.62M | 1.08% | +2,839+40.0% | Added |
| Bowie Capital Management, LLC | 10,000 | $1.63M | 0.23% | +10,000 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,041 | $1.64M | 0.82% | +2,329+30.2% | Added |
| Rothschild Investment Corp | 10,073 | $1.64M | 0.14% | +57+0.6% | Added |
| Alberta Investment Management Corp | 10,100 | $1.65M | 0.02% | −55,481−84.6% | Reduced |
| IAM Advisory, LLC | 10,104 | $1.65M | 0.57% | +415+4.3% | Added |
| Fiduciary Trust Co | 10,147 | $1.66M | 0.03% | −1,689−14.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,195 | $1.66M | 1.17% | −165−1.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 10,220 | $1.67M | 0.25% | +417+4.3% | Added |
| Group One Trading, L.P. | 10,227 | $1.67M | 0.08% | +10,227 | New |
| Federation des caisses Desjardins du Quebec | 10,243 | $1.67M | 0.02% | −688−6.3% | Reduced |
| Greenleaf Trust | 10,338 | $1.69M | 0.02% | +833+8.8% | Added |
| Parallel Advisors, LLC | 10,386 | $1.69M | 0.06% | +515+5.2% | Added |